Salesforce + Insightly + Stripe integration

Use Autopilot to create journeys that use the Salesforce, Insightly and Stripe integrations.

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Marketing Automation ideas to integrate Salesforce, Insightly and Stripe.

Salesforce Field Changed to Update Salesforce Field to Update Insightly Contact Field

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Check Insightly Opportunity Stage to Add Salesforce Task to Assign Insightly Task

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Salesforce Campaign Trigger to Check Salesforce Field to Update Insightly Contact Field

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Add Insightly Opportunity to Check Salesforce Campaign Member Status to Update Insightly Contact Field

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Check Insightly Contact Field to Add Salesforce Task to Update Insightly Contact Field

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Insightly Contact Field Change to Assign Insightly Owner to Create Salesforce Opportunity

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Add Insightly Opportunity to Check Salesforce Field to Assign Insightly Task

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Check Insightly Contact Field to Assign Insightly Task to Add Salesforce Task

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Check Insightly Contact Field to Update Salesforce Field to Assign Insightly Task

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Insightly Contact Field Change to Create Salesforce Opportunity to Assign Insightly Owner

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Insightly Opportunity Status Change to Assign Insightly Task to Set Salesforce Campaign Member Status

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Check Insightly Opportunity Stage to Assign Salesforce Lead to Create Insightly Project

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Insightly Opportunity Status Change to Update Insightly Contact Field to Create Salesforce Opportunity

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Check Insightly Opportunity Stage to Assign Salesforce Lead to Update Insightly Contact Field

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Insightly Contact Field Change to Assign Insightly Task to Add Salesforce Task

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Insightly Opportunity Status Change to Create Insightly Project to Create Salesforce Opportunity

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Insightly Contact Field Change to Create Salesforce Opportunity to Update Insightly Contact Field

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Salesforce Campaign Trigger to Assign Insightly Task to Assign Salesforce Lead

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Check Insightly Opportunity Stage to Check Salesforce Campaign Member Status to Assign Insightly Owner

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Check Insightly Opportunity Stage to Update Insightly Contact Field to Create Salesforce Opportunity

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Showing 20 journey ideas for Salesforce, Insightly and Stripe

About the Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

About the Insightly integration

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

About the Stripe integration

Stripe is the best way to accept payments online. Stripe aims to expand internet commerce by making it easy to process transactions and manage an online business. Stripe now processes billions of dollars a year for thousands of businesses, from newly-launched start-ups to Fortune 500 companies. Since Stripe powers so many new businesses, it's a snapshot of how the internet is changing; many users are in categories that barely existed five years ago.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Salesforce integration, Insightly integration and the Stripe integration.

Journey Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.

Conditions

Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

Journey Actions

Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Salesforce, Insightly and Stripe.